Responsible investing

SJP invests your money responsibly, focusing on long-term financial outcomes to deliver financial wellbeing.

When putting responsible investing into practice, fund managers – the people that manage our funds – focus on three factors: environmental, social and corporate governance (ESG). Put simply, people, planet and fair play. These factors are used to assess how companies behave and manage their impact on the world.

How does SJP integrate ESG?

SJP monitor their fund managers specifically on responsible investing and the integration of ESG factors into their decision-making. Through in-house analysts, they engage in frequent dialogue with fund managers on decisions they’ve made and how ESG factors were considered. In 2020, they set a minimum requirement that all of their fund managers must be signatories of the United Nations-supported Principles for Responsible Investment (PRI). The PRI is the industry standard for assessing a firm’s overall approach to responsible investment, and signatories are assessed and scored on their approach.

Transitioning to a lower carbon economy

Becoming financially secure is a dream for many of us. But it’s only worthwhile if we have a healthy and sustainable world in which to enjoy that security.

Climate change is an environmental concern globally. St. James's Place joined the Net Zero Asset Owner Alliance (NZAOA) in 2020, making a public commitment to achieve net zero across their investments by 2050.

Every year they report the carbon emissions of their investment funds in the TCFD Product Report.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up.  You may get back less than you invested. 

More information

St. James's Place is a signatory to the UK Stewardship Code. Find out more about SJP’s engagement approach in our Stewardship and Engagement Report.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.